China Tech Investor
84 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 35 ratingsThe China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor.
Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist
December 09, 2021 09:20 - 47 minutes - 43.7 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. This episode, the guys are joined by Trivium China’s Tom Nunlist to discuss China’s evolving data...
CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris
November 26, 2021 06:48 - 1 hour - 78.8 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. In this earnings episode, the guys welcome back Michael Norris to discuss the September 2021 quar...
CTI 82: Will online gaming remain a pillar of China’s digital economy?
October 29, 2021 03:53 - 1 hour - 61.4 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. This episode, the guys are joined South China Morning Post’s Josh Ye to discuss China’s gaming in...
CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao
September 29, 2021 04:30 - 51 minutes - 47.5 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. This episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao. They discu...
CTI 80: Breaking down China’s tech regulation (thus far), with John Artman
September 17, 2021 08:44 - 1 hour - 58.6 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. This episode, the guys are joined for the second time by John Artman, tech editor for South China...
CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris
September 03, 2021 09:32 - 1 hour - 69.7 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. This episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings high...
CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer
July 29, 2021 11:44 - 1 hour - 60.8 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. This episode, the guys are joined by Kendra Schaefer, partner at Trivium China and head of the fi...
CTI 77: MissFresh and Dingdong Maicai, with Emma Lee
July 08, 2021 07:25 - 1 hour - 58.8 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. In this episode the guys welcome Emma Lee back to discuss MissFresh and Dingdong Maicai. Key topi...
CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris
June 10, 2021 07:40 - 1 hour - 70.7 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. It’s another earnings episode, so the guys welcome Michael Norris back to the show. They discuss ...
CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)
May 28, 2021 07:29 - 1 hour - 62.2 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. In this episode, James and Elliott are joined for the second time by Bloomberg tech reporter Zhep...
CTI 74: China’s evolving semiconductor landscape, with Stewart Randall
May 12, 2021 07:23 - 1 hour - 60.1 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intra...
CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang
April 12, 2021 09:52 - 36 minutes - 33.6 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. In this episode, James and Elliott are joined by Protocol’s Zeyi Yang. Zeyi shares his thoughts o...
CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris
April 02, 2021 06:29 - 1 hour - 78.5 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. In this episode, James and Elliott are joined by frequent CTI guest Michael Norris to cover the 2...
CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang
March 19, 2021 11:11 - 1 hour - 56.6 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. Recorded live on Clubhouse, Elliott chats with University of Hong Kong professor Angela Zhang abo...
CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi
February 26, 2021 06:42 - 59 minutes - 54.7 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. In this episode, James and Elliott are joined by Technode’s own Eliza Gkritsi. Eliza gives an upd...
CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris
February 09, 2021 08:51 - 1 hour - 56.8 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. In this episode, James and Elliott are once again joined by regular guest Michael Norris to discu...
CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021
January 19, 2021 08:54 - 52 minutes - 48.2 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. In this episode, James and Elliott review the winners and losers of 2020, what they got right and...
CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné
December 23, 2020 08:51 - 50 minutes - 46.2 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. This week’s guest is Capucine Cogné, a real estate industry specialist based in Chengdu who has b...
CTI 66: EV makers got a big charge in 2020, with Tu Le
December 15, 2020 09:59 - 1 hour - 56.5 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. This week, Tu Le from Sino Auto Insights joins the show to discuss the stratospheric rise that el...
CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris
December 01, 2020 05:51 - 1 hour - 62.4 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. This week, Michael Norris is back for his regular earnings check-in, as the guys go over the call...
CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan
November 13, 2020 08:13 - 57 minutes - 52.9 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. Elliott and James welcome back Matthew Brennan to the show to discuss his new book: Attention Fac...
CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale
November 05, 2020 09:32 - 1 hour - 62.3 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. Elliott and James welcome Joe Ridsdale, CEO of West Street Capital Partners. Joe explains why his...
CTI 62: Xiaomi’s resilience, with Bryan Ma
October 17, 2020 14:25 - 42 minutes - 39 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts Elliott and James welcome IDC’s VP of Device Research Bryan Ma to the show. They discuss how Xiaom...
61: Ant Group is really big, and really confusing
September 25, 2020 03:46 - 1 hour - 60.7 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts Elliott and James try to get their minds around Ant Group’s IPO, and attempt to explain the busine...
60: Breaking down quarterly earnings from BABA, JD, and PDD
September 01, 2020 05:55 - 1 hour - 71.3 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts In an earnings season tradition, Elliott and James bring on Michael Norris to discuss the quarterl...
59: China’s cloud landscape, with Kevin Xu
August 26, 2020 05:32 - 1 hour - 55.7 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts Elliott and James welcome Kevin Xu to the podcast this week. Kevin is the author of Interconnected...
58: Are China and India getting a tech divorce? With Dev Lewis
August 03, 2020 01:07 - 1 hour - 62 MBElliott and James welcome Digital Asia Hub fellow Dev Lewis back to the podcast to discuss what a worsening diplomatic relationship between China and India means for Chinese tech companies in India, and what the future of India’s tech landscape will look like. James and Ell also chat about the prospects of IPOs from Ant Financial and Didi Chuxing. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solic...
57: Tom Orlik on why the China bubble never seems to pop
July 21, 2020 03:25 - 1 hour - 66.6 MBAfter taking some time to welcome his newborn son, James returns to his co-hosting duties, as he and Elliott welcome Bloomberg Chief Economist Tom Orlik to the pod to discuss Tom’s new book China: The Bubble that Never Pops. Ell, James, and Tom discuss reasons to be optimistic about the future of the Chinese economy, and why it has avoided a major crisis in the decades following Reform and Opening Up. James and Elliott also cover a few other hot topics in the news recently, such as the pro...
56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US
June 19, 2020 07:13 - 56 minutes - 52.1 MBThis week, James is taking some time off with his newborn, so CTI regular Michael Norris fills in as cohost. He and Elliott discuss Alibaba, Bilibili, and Pinduoduo’s Q1 earnings, as well as what the possibility of Chinese companies delisting from US exchanges will mean for investors. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of the China Consumer Index. ...
55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao
May 22, 2020 02:46 - 1 hour - 68.8 MBThis week, the guys welcome Coindesk Asia Editor Wolfie Zhao to the pod to discuss the latest progress in China’s development of a digital currency, and also swap stories of the exciting and dynamic gray market in China that has built up around cryptocurrency mining and trading. James and Elliott also look into Pinduoduo’s 20-F and discuss the latest earnings reports from Tencent and JD. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be c...
54: After Luckin, fraud will still be a problem. With Wei Sheng
April 30, 2020 14:41 - 53 minutes - 49.7 MBAn episode full of salacious scandals and controversy! In this episode, the guys welcome back Technode’s own Wei Sheng to discuss a recent lawsuit filed against Luckin Coffee in China, and how regulators are cracking down on the company since their admission of fraud. James and Elliott also discuss the controversy brewing between Meituan and their vendors, Pinduoduo’s recent moves, and the scandalous love affair involving some of the biggest names in the Alibaba ecosystem. Please note, t...
53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour
April 22, 2020 07:12 - 1 hour - 59.6 MBIn this episode, the guys welcome back Michael Zakkour, Founder and Chief Strategist of 5 New Digital. They discuss how the demands of the COVID-19 pandemic have spurred a leap forward in ecommerce and new retail in both China and the US, and which firms are positioned to benefit. James and Elliott also look at Meituan’s earnings, as well as recent short-report allegations of iQiyi. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be co...
52: Luckin - The writing was on the wall with Michael Norris
April 07, 2020 03:42 - 57 minutes - 52.8 MBIn this episode, the guys bring on CTI regular Michael Norris to discuss Luckin Coffee’s recent admission of fraud. Michael was an early skeptic of Luckin, identifying potential red flags around the company in the spring of 2019. Michael, James, and Elliott discuss the timeline for Luckin leading up to this admission, and what the potential fallout could be. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice ...
51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
March 26, 2020 04:46 - 1 hour - 65.8 MBIn this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meituan, Baidu, and others fight on a rapidly-changing battlefield. James and Elliott also chat about the “COVID recession,” investment strategies, and go over the quarterly earnings of Tencent, Pinduoduo, and JD. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or...
50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi
March 04, 2020 03:23 - 1 hour - 69.2 MBIn this episode, the guys welcome back guest co-host Michael Norris from Agency China. The three of them discuss markets’ sudden and dramatic correction and strategies for coping with such dramatically negative market sentiment. They also go over the recently-reported Q4 earnings reports from Alibaba, Baidu, and iQiyi. Subscribe to TechNode Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation...
49: Huawei, Google, and the “splinternet,” with Wei Sheng
February 26, 2020 02:53 - 50 minutes - 46.3 MBIn this episode, the guys welcome Technode’s Wei Sheng to discuss the continued US-China tech decoupling, and how Huawei is attempting to succeed in Europe without access to Google Play services. James and Elliott also look at how the COVID-19 coronavirus outbreak has impacted China’s tech giants thus far. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of the Ch...
48: The coronavirus ripple effect, with Marcus Ryder
February 06, 2020 08:17 - 45 minutes - 42.6 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts In this episode, the guys welcome on veteran media executive and Caixin Global executive producer ...
47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan
January 17, 2020 07:54 - 55 minutes - 51.2 MBIn this episode, the guys welcome veteran China tech journalist Wang Boyuan to the show. They make some bold and not-so-bold predictions for China’s digital economy in 2020, including what we can expect from Xiaomi, Bilibili, Bytedance, JD, and the continued rollout of 5G. James and Elliott also talk about surging Chinese tech stocks at the moment, and strategies for managing your portfolio amidst a bull market. Please note, the hosts may have interest in some of the stocks discussed. The d...
46: 2019’s biggest winners and losers, and what to expect for 2020
January 08, 2020 06:23 - 1 hour - 58.4 MBChina Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts. Happy New Year! In this episode, the guys look over their watch list and discuss the biggest winn...
45: Boom, bust, and competition: Electric vehicles in China, with Tu Le
December 25, 2019 22:00 - 56 minutes - 52.4 MBIn this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric vehicle and automotive industry. Tu explains how an investment bubble and generous government subsidies led to an explosion in EV startups, but how as the money has dried up, these firms are now under intense pressure to prove that they can actually compete with the large international automakers. Please note, the hosts may have interest in some of the stocks discussed. T...
CTI 44: Ed-tech in China with John Artman
December 21, 2019 03:13 - 1 hour - 61.9 MBIn this episode, the guys welcome on the boss man, Technode’s Editor-in-Chief John Artman, to discuss trends, myths, and realities around the ed-tech space in China. James and Elliott also touch on some of Xiaomi’s recent moves, as well as Wolfpack Research’s serious accusations against Qutoutiao. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of the China Co...
43: Alibaba has a Meituan problem. Can they solve it with $11 billion?
December 10, 2019 10:27 - 47 minutes - 43.4 MBIn this episode, the guys discuss Alibaba’s blockbuster listing in Hong Kong, and why this could impact the future of Meituan-Dianping, who posted their second-straight profitable quarter. James and Elliott also dig into what has made Meituan so special in 2019, and look into Xiaomi’s Q3 earnings as well. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of the...
42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis
November 27, 2019 21:00 - 1 hour - 58.4 MBIn this episode, the guys are joined by Peking University finance professor, Carnegie-Tsinghua fellow, and Beijing indie-rock entrepreneur Michael Pettis for a hard look into the broader issues concerning the economy in China and around the world. Michael explains how outsiders should interpret China’s GDP numbers, the structural imbalances in the Chinese economy, and the underlying dynamics at the heart of the US-China trade war. James an Elliott also discuss Pinduoduo’s Q3 earnings report...
41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris
November 20, 2019 12:18 - 1 hour - 61.3 MBIn this episode, the guys are joined by guest-host Michael Norris from Agency China to talk earnings. They go over the quarterly reports from Alibaba, JD, and Tencent, as well as Luckin Coffee’s very impressive report, which sent their stock soaring. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of the China Consumer Index. Watchlist: Tencent Alibaba Baidu ...
CTI 40: China’s blockchain bonanza with Matthew Graham
November 15, 2019 02:39 - 1 hour - 65.4 MBIn this episode, the guys welcome Sino Global Capital founding partner and CEO Matthew Graham. They discuss the plans for the PBOC’s own digital currency, China’s love/hate relationship with blockchain, and how cryptocurrencies and blockchain technology could impact China’s tech firms and broader economy. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of the Chi...
CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu
November 04, 2019 08:46 - 51 minutes - 48.1 MBIn this episode, the guys welcome The Financial Times’ Nian Liu and Christian Shepherd. They discuss Baidu’s fall from grace, Bytedance’s ascendency, and how China’s unique digital economy has shaped the roles that search and recommendation play within it. Their recent article on the topic can be found here. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of th...
38: An interview with Pinduoduo’s David Liu
October 17, 2019 03:47 - 46 minutes - 42.8 MBIn this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome David Liu, VP of Strategy for Pinduoduo. David talks about PDD’s success in breaking into the ultra-competitive e-commerce market in China, and how they have defied expectations in both their ability to raise capital and grow their user base. Since this is the first time that the guys have had on a representative from a company on their watch list, they’d love to hear from listeners about what they thin...
37: Exploring the slowdown in China’s private funding with Jane Li
October 09, 2019 07:33 - 1 hour - 55.7 MBIn this episode of the China Tech Investor Podcast powered by TechNode, the guys are joined by Quartz’s Jane Li to discuss the funding issues in the Chinese startup/private markets. James and Elliott also touch on delisting scare, FTSE bond index inclusion, 36kr filing for IPO, EV sales and NIO. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of the China Consume...
36: E-sports in China with Bloomberg’s Zheping Huang (also Meituan’s earnings)
September 10, 2019 03:36 - 43 minutes - 40.6 MBIn this episode of the China Tech Investor Podcast powered by TechNode, the guys are joined by Bloomberg’s Zheping Huang to talk about the unique environment of e-sports in China, and why the business models of platforms like Huya and Douyu are not easily comparable to that of Twitch. James and Elliott also go into Meituan’s most recent quarterly earnings. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or...
35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)
September 02, 2019 02:13 - 1 hour - 59 MBIn this episode of the China Tech Investor Podcast powered by TechNode, the guys welcome back Bloomberg Opinion columnist Tim Culpan to discuss Xiaomi’s weak performance, the oversupply of ad inventory on the Chinese web, and general takeaways from Q2 earnings season. Elliott and James also go over the most recent earnings reports of Baidu, iQiyi, and Pinduoduo. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment adv...